Capital and Trust Reviews 

I can’t recommend Capital & Trust and Rosie Sullivan highly enough. Rosie supported us throughout the sale of our business and was absolutely brilliant from start to finish.

Rosie made everything feel manageable. She was knowledgeable, professional and incredibly supportive throughout

We felt that Rosie genuinely understood what was important to us and worked hard to achieve the best possible outcome. Her advice, attention to detail and calm approach gave us real confidence throughout the process.

A huge thank you to Rosie and the whole team at Capital & Trust. We would have no hesitation in recommending them

We've worked with C&T over a long period, and their approach has always felt commercial and practical. We were mainly supported by Ibrahim Okasha, whose background in M&A was invaluable; he worked closely with us and helped steer us through the whole journey.

We have worked with Capital & Trust for a number of years now. They have the ability to put consistent flow of excellent prospects in front of us.

We have largely dealt with Richard, Rosie and Stephanie who are very responsive and knowledgeable and a pleasure to work with.

Clarity of communication. Issues acted upon swiftly & efficiently. Person dealing with project was helpful and easy to deal with.

Without doubt the go to company in this sector. Excellent communication, professional and above all creative with solutions, connected with all the right companies and well respected within the financial services market place. Quick to identify objectives and the desired outcome from a vendors perspective. Happy to recommend.

Tobias and Amelia understand the market and are great at sourcing potential new businesses that would fit our model well. They have taken time to understand our business and what we are looking for rather than the scatter gun approaches from competitors.

We are currently working with them long term for our growth ambitions.

Very easy to deal with and both Tobias and Bailey were helpful getting everything rolling for us.

We starting working with Rory fromCapital and Trust in January 2025 and felt very comfortable form the outset. From his knowledge of the market and the time he spent getting to know our business, to the speedy and efficient introductions to potentially suitable and interested parties and finally to a completed sale. We felt initially lucky to have offers relatively quickly but unfortunately the first deal fell through with the buyer attempting to change the criteria of the deal at a late stage. This came as a massive shock to both us and Rory but we started again very quickly and were able to conclude a deal in December. We were kept informed and updated regularly and Rory was always available to answer any queries that cropped up or provide some general advice or views. There was never any feeling of pressure to move forward to make a decision, it was very much done at our pace.

I've had the pleasure of working with Capital & Trust on a number of wealth management M&A opportunities over the last few years, and my experience has been consistently positive.

The team are professional, responsive, knowledgeable and genuinely invested in helping transactions progress. Communication is always timely, information requests are handled efficiently, and they do a great job of keeping both buyers and sellers engaged throughout the process.

In particular, I've worked closely with Tobias, Flora, Rory, Molly, Bailey and Gabriel, who have always been proactive, transparent and willing to go the extra mile. Whether coordinating meetings or managing buyer/seller expectations, they've been reliable throughout.

What stands out most is their relationship-led approach. They take the time to understand both parties' objectives and work hard to create constructive outcomes rather than simply running a process.

Amelia has been so easy to work with. She's always been there to explain what happens next and has been a cool head when negotiations got heated. I would have no hesitation in recommending her and Capital & Trust.

I have been working with the team at C&T for just over a year now. I have found everyone I have encountered to be professional, transparent, diligent and courteous. Providing an outstanding service from start to finish, their knowledge of the accountancy market, proactive communication, and professional approach has helped us conclude a number of transactions with them (buy side). They demonstrate a clear understanding of the market, whilst also taking care in matching personalities, and tailoring services to each individual case and/or circumstances. I would highly recommend them to any practice owner considering a sale or merger.

It has been just shy of a year now that I used Capital and Trust and in particular Tom Alaka.

Very personable person to deal with, none of the smoke that you often get fed. Supportive, professional company. Highly recommend

We've worked with Capital and Trust on a number of transactions over recent years and have always found them to be excellent. Their knowledge of the industry is extremely strong and they genuinely offer support throughout the entire transaction where necessary. We look forward to continuing to work together on future acquisitions.

We recently worked with Euan to sell our accountancy and corporate recovery businesses. From introducing us to suitable buyers to guiding us through the process and keeping it moving forward when necessary Euan was always available. He was helpful and professional throughout and we had no hesitation in recommending him and C&T to two other firms looking to sell.

Capital and Trust’s Tom Alaka, worked with us over two years until we found suitable buyers for our Financial Planning Business. We lost our first buyers due to the changing economic and lending environment, but Tom continued supporting us just as enthusiastically as he did at the start of our relationship.
We’re a fairly big concern and the first deal falling through must have been a blow to Tom, but you’d never have known it.
Thankfully for us Tom found us better buyers, perfect for us, allowing the business to do what it’s best at, but supporting growth.
Thank you Tom, thank you Capital and Trust 🏆

We have used Capital and Trust on multiple occasions and always found the team to be proactive, diligent and solutions focused. They have in depth knowledge and contacts in the industry and go beyond simply making an introduction, with help and support throughout the process where required.

Flora was wonderful from start to finish. She was knowledgeable, supportive and proactive, at the same time as making sure she understood our aims and the nature of our business. I have no hesitation recommending her.

I enjoy working with Capital and Trust and appreciate the care that they take to pair sellers with the most appropriate buyer. Good cultural alignment is as important to them as it is to us.

We recently worked with Capital & Trust on the acquisition of another insurance broker, and the experience was excellent from start to finish.
The team were professional, knowledgeable and highly responsive throughout the entire process. Their guidance, attention to detail and ability to keep the transaction moving made what could have been a complex acquisition feel well managed and straightforward.
They demonstrated a strong understanding of the insurance sector and provided valuable commercial advice at every stage. We always felt they had our best interests at heart and were committed to achieving the right outcome for both parties.
We wouldn’t hesitate to recommend Capital & Trust to anyone looking for experienced, trustworthy M&A advisers, and we look forward to working with them again on future acquisitions.